See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,765 | $110,261-64.8% | $95,745-59.5% | $139,434-72.2% |
| Participation rate | 64.7% | 75.8%-11.0pp | 72.3%-7.6pp | 80.3%-15.6pp |
| Annual return | 14.01% | 27.11%-13.1pp | 28.35%-14.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,096 | $3,257-35.7% | $2,835-26.1% | $4,751-55.9% |
| Participant deferral / active EE | $2,787 | $4,676-40.4% | $4,245-34.3% | $6,710-58.5% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |